Tax Details List View: Sales
- Tom Williams
- Emma Greenwood
- Janice Dannenberg (Unlicensed)
Tax Details identify the individual components that make up a sales tax calculation. For example, if sales tax is made up of a City tax and a State tax you could setup each of these as separate Tax Details. You would need to setup individual Tax Details if the rounding, maximum transaction amount, or GL Accounts are different. One or more Tax Details make up a Tax Class. The purpose of this page is to add, edit, remove, and activate/inactive these records.
This master file is shared with the Fisherman Accounting functional area. Setting up a Tax Detail here will be visible and usable on Fisherman Sales Tax Classes and setting up a Tax Detail from Sales will be visible and usable on Fishermen Accounting Tax Classes.
Software Version: 2022.11.28 and newer
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| Toolbar Icons | Description |
|---|---|
| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| Delete |  Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Excel |  Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help |  Opens the online WIKI help page for the current page. |
| New |  Opens a new blank record for data entry. |
| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Save |  Saves all changes made on the page. |
| Saved Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Checkbox | Used to select one or more records. |
| Applies To | A label to indicate where the Tax Detail can be used. This is always set to "Sales" and cannot be edited. Database Field: ERPx_MFTaxDetail.TaxApplyToEN |
| Based On | A label to indicate how the Tax Detail is calculated. This defaults to '% Amount' and cannot be edited. Database Field: ERPx_MFTaxDetail.TaxBasedOnEN |
| Currency | The 'Currency' of the Tax Detail. This defaults to blank but is required and once saved cannot be edited. If missing, the message "Currency is required." will be displayed on Save. The lookup contains a blank value, the current assigned value, and a list of all the Currencies in the ERPx_MFCurrency table. Database Field: ERPx_MFTaxDetail.CurrencySK |
| GL Account | A single select lookup to assign the GL Account that the Credit side of the Journal Entry will go to when this Tax Detail is used. This defaults to blank but is required. If missing, the message "GL Account is required." will be displayed on Save. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' GL Accounts. Database Field: ERPx_MFTaxDetail.GLAccountSK |
| Inactive | Identifies if the Tax Detail is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used. 'No' values display as blank in the grid. This value is only editable for records that do not have an open balance.
Database Field: ERPx_MFTaxDetail.IsInactive |
| Max Trans Amt | A text box to indicate if the Tax Amount is capped. This defaults to 0.00 on new records but can be edited to any amount >=0. If set to blank or a negative amount the message "Max Trans Amt is required and must be greater than or equal to zero." will be displayed on Save. If set to an amount greater than 0.00 the Tax Amount will only be calculated up to the amount specified. For example, assume a 'Tax Detail' was setup with a 'Rate' of 10% and a 'Max Trans Amt' of 1,000. If a Transactions was created for $2,000 then the total Tax Amount would be $100 because it would only be calculated on the first $1,000. This field is always editable. Database Field: ERPx_MFTaxDetail.MaxTransactionAmount |
| Rate | A text box to indicate the % Amount of the Tax Detail. This defaults to 0.00000 but can be changed to any amount >= 0.00. If set to a negative amount the message "Rate is required and must be greater than or equal to zero." will be displayed on Save. This field is always editable. Database Field: ERPx_MFTaxDetail.Rate |
| Round | A single select lookup to assign the rounding method of the Tax Detail. This default to "Round" on new but can be edited at any time. The applicable values include:
This lookup contains all the values in the TaxRound Enumeration Class. Database Field: ERPx_MFTaxDetail.TaxRoundEN |
| Tax Detail | A text box to indicate the name of the 'Tax Detail'. This defaults to blank for new records and is required. If not assigned, the message "Tax Detail is required." will be displayed on Save. This value must be unique and If not, the message "Duplicate Tax Details are not allowed." will be displayed on Save. This field is always editable. Database Field: ERPx_MFTaxClass.TaxDetailName |